Chartered Financial Planner - £70k - £85k plus bonus and benefits package - manage existing clients

Chartered Financial Planner - £70k - £85k basic salary plus bonus and benefits package - manage existing clients and generate some new business- Surrey based Chartered IFA

A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing book of business. But there will be an expectation that you would want to grow their offering and onboard new cases via recommendation and referral.

The company has been operating for over 20 years and has built an outstanding reputation for providing holistic advisory services to local families, retirees and some City professionals. They give advice on pensions, investments, tax planning, IHT planning, protections and lots of inter generational wealth planning.

Their clients hold anything between £300k - £5m of investable assets. They do not charge initial fees, they solely charge ongoing fees as they pride themselves on offer the highest quality service and generate new business purely through recommendation and referral.

This role will be suitable for a Chartered Financial Planner or at least someone close to completion with at least 5 years of solid advising experience who has the gravitas and capabilities to work with HNW individuals and provide a quality service. The Directors do not require an adviser to bring AUM with them, but if you have some clients who fit their investment proposition then they would welcome this. The role would be office based to begin with but there is flexibility to work from home on occasion but the majority of meetings are in the office.

• £75k - £85k basic salary
• Mange existing cases and generate some new business
• Surrey based families, retirees and City professionals
• Whole of market advice
• Benefits package on offer (Live Cover, PHI, PMI)
• Free Car Parking

Would this be of interest at all? get in touch with Peter at Financial Divisions.